Quote. Invoice. Collect.
All connected to the job.
CoreXBiz handles the full financial conversation with your client — from sending a formal quote through to collecting payment and issuing a receipt — without leaving the job.
The complete client billing cycle — in one place
Every financial step from quote approval to receipt is handled inside the same system where the work happens.
Send Formal Quotes
Turn your estimates into clean, professional quotes that you can send directly to clients — with the job scope, pricing, and your business details.
Convert to Invoice in One Step
Once a quote is approved, converting it to an invoice is instant. No re-entry, no copy-paste — the approved scope becomes the invoice automatically.
Collect Payments
Accept payments against invoices and record them in the same system where the job lives. Payments flow directly into your financial records.
Issue Receipts
Once paid, issue a receipt from the same job record. Your client gets confirmation, and your books are updated — all in one place.
Payment Reminders
Outstanding invoices surface clearly so you can follow up before they become overdue. Reminders connect to the client and the original job.
Tied to Every Job
Every quote, invoice, and payment is connected to the originating job, the customer, and the financial records — not a separate accounting tool.
Works with the rest of your operation
Quoting & Invoicing does not stand alone — it is connected to your jobs, communications, and financial records.
Common questions
Handle your full client billing cycle — inside CoreXBiz.
Founding pricing is still open. Get started today.